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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,944 | $110,039-95.5% | $97,260-94.9% | $145,884-96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.80% | 244.44%-230.6pp | 75.54%-61.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,986 | $4,674-14.7% | $4,262-6.5% | $6,690-40.4% |
| Admin fee / account holder | $1,682 | $6,204-72.9% | $5,640-70.2% | $13,392-87.4% |